We think a recapitalization is a strategy worth considering. Click Here to read “How a Recapitalization Can Help Boost the Business”.

Barnard/Montague Understands Middle-Market Businesses
We have structured many successful recapitalizations for clients and are available anytime talk with you to determine if a recap would be appropriate for your business.

We understand the issues facing middle-market business owners and we know the investors and lenders who focus on private, middle-market companies. We take the time to understand the business owners’ personal and professional objectives and to analyze the company financials in order to explore the various alternatives available to enable them to achieve those objectives.



Barnard/Montague Capital Advisors is a San Francisco–based investment bank providing sell-side and private-placement advisory services to private, middle-market companies throughout the western United States. The firm’s primary focus is on companies in a diverse range of industries and with revenues between $25 million and $250 million and EBITDA of at least $5 million.

 

Monterrey has evolved over the past 40 years to become one of the leaders in the perishable food distribution arena. With distribution facilities in San Diego and Oklahoma City, Monterrey specializes in purchasing, warehousing, marketing, and distributing food and supplies to retail and foodservice customers over sixteen states, primarily in the Western and South Central U.S. Through its “best in class” operations and an emphasis on innovative personalized service, Monterrey grew revenues almost 50% in 2014.  Monterrey’s incumbent senior debt provider was not able to meet the Company’s growth financing needs so Monterrey CEO Luke Abbott engaged

Barnard/Montague to arrange a new larger credit facility.   Barnard/Montague worked closely with the management team to place a $25 million ABL Revolver with Bank of America’s Business Capital group in San Diego.  The larger and more flexible debt facility will allow the Company to expand into new geographic regions to continue to meet the needs of its blue chip customer base.

Mr. Abbott stated, “Barnard/Montague has provided us with expert guidance and creative advice over an extended period of time so it was an easy decision to engage them to assist in making a change of senior lenders. Barnard/Montague Managing Partner, Jeanne Montague, continues to be a trusted advisor to me and our company.”

Barnard/Montague’s Jeanne Montague commented, “Luke Abbott and the Monterrey team have done a great job in growing the Company and in servicing its customers so well. With a larger debt facility with a more accommodating structure, the Company is well-positioned for continued growth.”

Barnard/Montague Capital Advisors is a San Francisco based investment bank providing sell-side as well as debt and equity private placement advisory services to privately owned middle-market companies throughout the western United States.  The firm’s primary focus is on companies with revenues between $20 million and $250 million in a range of industries, including a sector focus on food and agribusiness companies.


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The testimonial may not be representative of the experience of other clients and is no guarantee of future performance or success.